401(k) · DOL Form 5500 · 2024
Bellwether Enterprise Real Estate Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 486
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $152,749
- Avg per participant Above avg balance/head
Official DOL plan name: Bellwether Enterprise Real Estate Capital 401(k) Plan · Sponsored by Bellwether Enterprise Real Estate Capital, LLC · Ohio · Real Estate
$74M in assets, 486 participants
Bellwether Enterprise Real Estate Capital, LLC's Bellwether Enterprise Real Estate Capital 401(k) Plan reported $74M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,407 in Real Estate (4,605 peers)
Where Bellwether Enterprise Real Estate Capital 401(k) Plan sits by assets
Bellwether Enterprise Real Estate Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $74M for 486 participants (~$152,749/participant), up 18.0% in 2024.
- #4,407
- in Real Estate (4,605 peers)
- +18.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Bellwether Enterprise Real Estate Capital 401(k) Plan's outsized position by total assets
Bellwether Enterprise Real Estate Capital 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,235,862 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bellwether Enterprise Real Estate Capital 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellwether Enterprise Real Estate Capital 401(k) Plan sits mid-pack in the medium band (486 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bellwether Enterprise Real Estate Capital 401(k) Plan end-of-year assets rose from $63M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Bellwether Enterprise Real Estate Capital 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Bellwether Enterprise Real Estate Capital 401(k) Plan reported participants rose from 452 in the plan year 2023 filing to 486 in the plan year 2024 filing.
DOL schedule card
Filing strip 262916887 · Bellwether Enterprise Real Estate Capital, LLC PY 2024 · 401(k)
Bellwether Enterprise Real Estate Capital 401(k) Plan · $74M · 486 · 88th
- EBSA $74M
- EBSA 486
- EBSA 88th
- EBSA 401(k)
- EBSA near Ryobi Die Casting (USA), Inc. Retirement and Savings Plan
- EBSA ind #4407
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Ohio →
Bellwether Enterprise Real Estate Capital 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $11M |
| Employer EIN | 262916887 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellwether Enterprise Real Estate Capital, LLC)
Sponsor-wide plan assets over time
All Bellwether Enterprise Real Estate Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 17.973631455417603% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 452 | $63M |
| 2024 | 1 | 486 | $74M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Bellwether Enterprise Real Estate Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ryobi Die Casting (USA), Inc. Retirement and Savings Plan in IN ($74M); by covered participants it is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Ryobi Die Casting (USA), Inc. Retirement and Savings Plan (IN) $74M · 923
- Terra Millennium Corporation 401(k) Plan (UT) $74M · 898
- James Baker Group, Inc. 401(k) Plan (OK) $74M · 111
- Goodin Retirement Savings Plan (MN) $74M · 516
Similar participant headcount
Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.
- 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries (CA) 486 · 0 off
- Tampa Bay Rays 401(k) Plan (FL) 486 · 0 off
- Arborworks, Inc. 401(k) Plan (CA) 486 · 0 off
- Malvern Health 401(k) Plan (PA) 486 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.